Maritime & Energy Impact Vector D+45 Assessment
| Indicator | Projected State | Status |
|---|---|---|
| Hormuz Daily Tanker Volume | 13.2M bpd (-37%) | Critical Disruption |
| War Risk Insurance (Hull AP) | 1.85% (12x baseline) | Prohibitive |
| Air Defense Saturation Risk | 68% peak load | High Pressure |
| Bunker Penetration Ratio | 82% on Tier 2 | Effective |
Bargaining & Political Equilibrium Game Theoretic Model
| Actor | Expected Payoff / Stance | Primary Vulnerability |
|---|---|---|
| U.S. Administration | Post-Midterm Window (-$12 political drag) | Domestic gas prices / inflation spike |
| Target Adversary | Rejected pause (-$44 defense degradation) | Missile manufacturing attrited |
| Gulf Allied States | High Anxiety (Energy export risk) | Desalination & airport drone threats |
| EU / Global Markets | Supply buffer deficit (-2.1M bpd) | Strategic petroleum reserve depletion |